BGAEX Mutual Fund

BGAEX Mutual Fund

NAV$13.90
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Returns Overview

1 Month
-1.96%
3 Months
-3.71%
6 Months
+4.27%
YTD
-4.15%
1 Year
-40.35%
3 Years (annualized)
+7.37%
5 Years (annualized)
-1.10%
10 Years (annualized)
+9.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGAEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-4.15%
Peer Avg (YTD)
+8.68%
vs Peers
-12.83%

BGAEX Mutual Fund Performance

BGAEX performance across multiple time periods: 1-month -1.96%, YTD -4.15%, 1-year -40.35%, 3-year 7.37%, 5-year -1.10%, 10-year 9.06%.

BGAEX returns trail the peer average of 8.68% YTD. investors should weigh costs against performance when evaluating this mutual fund.

BGAEX vs another fund shows side-by-side returns. BGAEX alternatives are available in the Mutual Fund Screener.